Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1M+ | 1.15% |
Fees are negotiable in some limited circumstances. The firm may aggregate asset amounts in accounts from the same household to determine the advisory fee.
Fee Estimator
Eckman Wealth Management charges an annual fee based on the value of your assets under management. For accounts up to $1,000,000, the fee is 1.35%. For accounts over $1,000,000, the fee is 1.15%. These fees are negotiable in some limited circumstances. The firm may aggregate asset amounts in accounts from the same household to determine the advisory fee. Estate planning services are offered for a fee determined by the complexity of the services needed and the service option selected by the client.
Areas of Practice
Advisor Information
Office location
Phoenix, AZ
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Clinton owns CLC Tax, LLC, through which he operates a tax return preparation business, spending a few hours per week on this activity. He also provides AML audits for unaffiliated firms, dedicating minimal time to this investment-related activity.